Sammons Wealth Management is a boutique financial planning and wealth management firm primarily serving LGBTQ professionals (and LGBTQ-friendly allies) who are moving toward retirement. The clients who benefit most from a 1-on-1 private client relationship with Stephanie are typically within 5 to 15 years from retirement and have financial assets over $750k.  

Use the Introductory call option below to schedule your complimentary call with Stephanie. Once your call is scheduled you will receive a short confidential questionnaire that will allow Stephanie to learn more about you prior to the call. 

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